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Articles tagged "match-key" returned 83 results.
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Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Sage 50 Integration Overview
Close modal With the Sage 50 integration, you can synchronise your customers, suppliers, products, and transaction history with Gold-Vision. Your accounts’ key financial status becomes available within CRM. The...
Gold-Vision 8 Upgrade Planning
...Menu. Close modal What Next? Decide how you want your items to look – all on one scrollable page, multiple pages or a combination. Decide what key information you...
Configuring the Lead Forensics Integration
...retrieve your customer key from within Gold-Vision license settings, you must be a system administrator to see this page: Close modal 2. You will then need to send your customer...
Using the Eventbrite Integration
...the buyer. If no matching Accounts are found in Gold-Vision, the new Contact will by default be placed under an “Unknown Attendee Account”. The name of this account will depend...
Search, Sort & View
...You can easily find items using the Search field. Simply enter the characters then enter to find items matching all or part of the search criteria. Close modal Sort...
Import TPS (Telephone Preference Service ) Data
...TPS Import Close modal Click Choose file and select the file you have previously saved on your machine. Gold-Vision will then import and match the phone numbers with the numbers...
Managing your Leads
...are made in the system, Gold-Vision will automatically compare all Lead records for duplicates. Gold-Vision will search all imported Lead lists as well as main Account/Contact records for duplicate matches....
Mobile Device Access
...and controls. The data and options available will match those that are available on the desktop site. Simply access Gold-Vision using a web browser on your chosen mobile device at...
Searching and Filtering Lists
...in Aviation BUT DO NOT EXCLUDE those not set. For example to exclude an industry but include those not set eg !aviation|[null]. EXACT MATCH Example: search for the region ‘South’ only and not ‘South...
